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Work Background
KPMG USManaging Director, Consulting
Oct. 2018Phoenix, Arizona, United StatesI have led complex transformation initiatives and driven strategic growth, implemented risk governance solutions, cultivated executive client relationships, and overseen multi-million-dollar revenue portfolios. I strengthened collaboration between Advisory and Tax teams, established cross-service offerings, and improved engagement execution through Agile-inspired methodologies. • Tripled practice revenue from $3M to $10M+ in two years by expanding Risk Advisory services in Phoenix and Denver and scaling the team from 16 to 40 professionals. Developed service offerings, drove go-to-market strategies, and built relationships with industry associations and technology vendors.
• Grew the annual Advisory and Tax account portfolio by $25M+ through strategic client leadership across 16 public companies in the Phoenix market.
• Averaged $8M+ in annual cross-service sales and increased the cross-service contribution from 15% to 30%, establishing a $20M+ service offering pipeline.
• Transformed the internal audit function of a Fortune 500 mining company by reducing 15,000 labor hours, saving $3.5M annually, and increasing automation and analytics use by 60%. Deployed Workiva, implemented a risk-based audit plan, and introduced a common risk taxonomy.
• Directed SOX compliance for a Fortune 500 retailer’s IPO, remediated multiple material weaknesses, and established internal audit and governance frameworks. • Improved Order to Cash processes for a Fortune 500 utility company, supporting 15% YoY growth, automating 40% of controls, and reallocating 45 FTEs to strategic roles, saving $1.5M in labor costs.
• Supported IPO readiness for a Fortune 500 tech company, including SEC filing, SOX compliance, internal audit, and acceleration of record-to-report timelines.
• Reduced procurement costs by $40M for a Fortune 500 tech company through process redesign and implementation of an AI-enabled procurement platform in partnership with Coupa.
KPMG USDirector, Consulting
Oct. 2013 - Sep. 2018Phoenix, Arizona, United StatesI led the Phoenix Risk and Capital Markets (IPO) practice, managed high-profile client engagements, and expanded the risk advisory portfolio to over $10M annually. • Spearheaded readiness efforts for 25+ IPOs, including governance frameworks, internal control design, board reporting, and SEC compliance. Developed multi-channel annuity offerings post-IPO.
• Established ERM programs for 15+ clients by introducing dynamic risk assessments, risk tolerance monitoring, and scenario planning exercises.
• Delivered 65+ internal audit and SOX projects for U.S. public companies operating in 12 countries, optimizing P&Ls, improving compliance, and implementing audit committee structures.
KPMG USManager
Jul. 2010 - Sep. 2013Phoenix, Arizona, United StatesI led project teams for advisory engagements, maintained client relationships, and developed scalable solutions in response to evolving regulatory and operational needs. • Increased project profitability by 20% through improved resourcing and standardized project deliverables.
• Developed and launched new service offerings in data analytics and cyber risk, collaborating with IT teams on integrated client solutions.
• Implemented scalable SOX compliance programs using repeatable frameworks and trained client teams in continuous monitoring techniques.
KPMG USSenior Associate
Jul. 2008 - Jun. 2010Phoenix, Arizona, United StatesI delivered audit and advisory engagements, supervised junior team members, and supported risk, compliance, and controls assessments. • Improved audit efficiency by 30% using automated testing and analytics. Mentored staff and partnered with IT specialists to enhance audit procedures.
• Created executive dashboards to support data-driven decision-making and trained client staff on business intelligence tool adoption.
KPMG USAssociate
Jun. 2005 - May. 2008Phoenix, Arizona, United StatesI performed audit testing, risk assessments, and supported advisory engagements in internal audit and SOX compliance. • Contributed to 20+ client projects across internal audit, SOX, and ERM. Recognized for technical depth and received positive client feedback.
• Developed onboarding and training materials for junior staff, participated in campus recruiting, and supported new business proposal development.
Intel CorporationProcurement Intern
Jun. 2004 - Aug. 2004Chandler, ArizonaI supported the FAB Procurement team with identifying legacy FAB pumps and parts for reconditioning, generating $1M+ in replacement part costs annually.
NASA - National Aeronautics and Space AdministrationTHEMIS & Mars Exploration Rover Analyst
May. 2002 - Jun. 2005Tempe, ArizonaI performed imaging analysis and software development to capture images of the red planet for the Mars Spaceflight Facility. I actively engaged with elementary students and their classroom group planet exploration projects.
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